Funds Managed By sanjay bembalkar
Below is the list of funds managed by sanjay bembalkar. Investor can choose from these based on our ratings given to these funds and as per their investment need and risk appetite.
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Union Flexi Cap Fund
Union Flexi Cap Fund is an
Equityoriented mutual fund in the
Flexi Cap Fundscategory.
The Flexi-cap funds are one the most versatile funds suitable for investors as the fund manager builds the portfolio and invests in companies of different market capitalizations based on where they expect maximum returns.
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As of 31 Jul 2025, fund size of Union Flexi Cap Fund is
2,452.32 Cr. -
The average category Returns for Flexi Cap funds under Equity class are
16.39%per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.
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Union Flexi Cap Fund has given
14.51%annualized return for the last 3 years.
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Union Flexi Cap Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.
- Know more about Union Flexi Cap Fund
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Union ELSS Tax Saver Fund
Union ELSS Tax Saver Fund is an
Equityoriented mutual fund in the
ELSS Fundscategory.
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As of 31 Jul 2025, fund size of Union ELSS Tax Saver Fund is
871.91 Cr. -
The average category Returns for ELSS funds under Equity class are
16.11%per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.
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Union ELSS Tax Saver Fund has given
14.72%annualized return for the last 3 years.
The funds SIP returns during the same period is 13.59%
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Union ELSS Tax Saver Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.
- Know more about Union ELSS Tax Saver Fund
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Union Balanced Advantage Fund
Union Balanced Advantage Fund is an
Hybridoriented mutual fund in the
Dynamic Asset Allocation Fundscategory.
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As of 31 Jul 2025, fund size of Union Balanced Advantage Fund is
1,240.12 Cr. -
The average category Returns for Dynamic Asset Allocation funds under Hybrid class are
11.71%per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.
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Union Balanced Advantage Fund has given
10.22%annualized return for the last 3 years.
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Union Balanced Advantage Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.
- Know more about Union Balanced Advantage Fund
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Union Large Cap Fund
Union Large Cap Fund is an
Equityoriented mutual fund in the
Large Cap Fundscategory.
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As of 31 Jul 2025, fund size of Union Large Cap Fund is
437.27 Cr. -
The average category Returns for Large Cap funds under Equity class are
14.32%per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.
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Union Large Cap Fund has given
12.24%annualized return for the last 3 years.
The funds SIP returns during the same period is 10.90%
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Union Large Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.
- Know more about Union Large Cap Fund
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Union Hybrid Equity Fund
Union Hybrid Equity Fund is an
Hybridoriented mutual fund in the
Aggressive Fundscategory.
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As of 31 Jul 2025, fund size of Union Hybrid Equity Fund is
776.78 Cr. -
The average category Returns for Aggressive funds under Hybrid class are
13.67%per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.
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Union Hybrid Equity Fund has given
12.45%annualized return for the last 3 years.
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At present Union Hybrid Equity Fund has not been rated by us.
- Know more about Union Hybrid Equity Fund
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Union Equity Savings Fund
Union Equity Savings Fund is an
Hybridoriented mutual fund in the
Equity Savings Fundscategory.
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As of 31 Jul 2025, fund size of Union Equity Savings Fund is
115.17 Cr. -
The average category Returns for Equity Savings funds under Hybrid class are
9.61%per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.
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Union Equity Savings Fund has given
8.10%annualized return for the last 3 years.
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At present Union Equity Savings Fund has not been rated by us.
- Know more about Union Equity Savings Fund
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Union Multi Cap Fund
Union Multi Cap Fund is an
Equityoriented mutual fund in the
Multi Cap Fundscategory.
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As of 31 Jul 2025, fund size of Union Multi Cap Fund is
1,561.67 Cr. -
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At present Union Multi Cap Fund has not been rated by us.
- Know more about Union Multi Cap Fund
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Union Active Momentum Fund
Union Active Momentum Fund is an
Equityoriented mutual fund in the
Sectoral Fundscategory.
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535.78 Cr.
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The average category Returns for Sectoral funds under Equity class are
15.89%per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.
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At present Union Active Momentum Fund has not been rated by us.
- Know more about Union Active Momentum Fund
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Union Multi Asset Allocation Fund
Union Multi Asset Allocation Fund is an
Hybridoriented mutual fund in the
Multi Asset Allocation Fundscategory.
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1,020.13 Cr.
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The average category Returns for Multi Asset Allocation funds under Hybrid class are
15.29%per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.
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At present Union Multi Asset Allocation Fund has not been rated by us.
- Know more about Union Multi Asset Allocation Fund
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Union Innovation & Opportunities Fund
Union Innovation & Opportunities Fund is an
Equityoriented mutual fund in the
Sectoral Fundscategory.
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1,344.41 Cr.
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The average category Returns for Sectoral funds under Equity class are
15.89%per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.
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At present Union Innovation & Opportunities Fund has not been rated by us.
- Know more about Union Innovation & Opportunities Fund
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Funds of Union Mutual Fund
Union Mutual Fund presents a range of 30 funds for investors to choose from.
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Union Flexi Cap Fund
Union Flexi Cap Fund is an
Equityoriented mutual fund in the
Flexi Cap Fundscategory.
The Flexi-cap funds are one the most versatile funds suitable for investors as the fund manager builds the portfolio and invests in companies of different market capitalizations based on where they expect maximum returns.
-
As of 31 Jul 2025, fund size of Union Flexi Cap Fund is
2,452.32 Cr. -
The average category Returns for Flexi Cap funds under Equity class are
16.39%per annum for the last 3 years. Category returns represent the average returns of all the funds from Flexi Cap fund category.
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Union Flexi Cap Fund has given
14.51%annualized return for the last 3 years.
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Union Flexi Cap Fund has 4 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.
- Know more about Union Flexi Cap Fund
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Union ELSS Tax Saver Fund
Union ELSS Tax Saver Fund is an
Equityoriented mutual fund in the
ELSS Fundscategory.
-
As of 31 Jul 2025, fund size of Union ELSS Tax Saver Fund is
871.91 Cr. -
The average category Returns for ELSS funds under Equity class are
16.11%per annum for the last 3 years. Category returns represent the average returns of all the funds from ELSS fund category.
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Union ELSS Tax Saver Fund has given
14.72%annualized return for the last 3 years.
The funds SIP returns during the same period is 13.59%
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Union ELSS Tax Saver Fund has 3 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.
- Know more about Union ELSS Tax Saver Fund
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Union Balanced Advantage Fund
Union Balanced Advantage Fund is an
Hybridoriented mutual fund in the
Dynamic Asset Allocation Fundscategory.
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As of 31 Jul 2025, fund size of Union Balanced Advantage Fund is
1,240.12 Cr. -
The average category Returns for Dynamic Asset Allocation funds under Hybrid class are
11.71%per annum for the last 3 years. Category returns represent the average returns of all the funds from Dynamic Asset Allocation fund category.
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Union Balanced Advantage Fund has given
10.22%annualized return for the last 3 years.
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Union Balanced Advantage Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.
- Know more about Union Balanced Advantage Fund
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Union Large Cap Fund
Union Large Cap Fund is an
Equityoriented mutual fund in the
Large Cap Fundscategory.
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As of 31 Jul 2025, fund size of Union Large Cap Fund is
437.27 Cr. -
The average category Returns for Large Cap funds under Equity class are
14.32%per annum for the last 3 years. Category returns represent the average returns of all the funds from Large Cap fund category.
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Union Large Cap Fund has given
12.24%annualized return for the last 3 years.
The funds SIP returns during the same period is 10.90%
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Union Large Cap Fund has 2 Star Rating at present. The present riskometer is the level of risk in this fund based on guidelines set by SEBI is at Very High risk.
- Know more about Union Large Cap Fund
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Union Hybrid Equity Fund
Union Hybrid Equity Fund is an
Hybridoriented mutual fund in the
Aggressive Fundscategory.
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As of 31 Jul 2025, fund size of Union Hybrid Equity Fund is
776.78 Cr. -
The average category Returns for Aggressive funds under Hybrid class are
13.67%per annum for the last 3 years. Category returns represent the average returns of all the funds from Aggressive fund category.
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Union Hybrid Equity Fund has given
12.45%annualized return for the last 3 years.
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At present Union Hybrid Equity Fund has not been rated by us.
- Know more about Union Hybrid Equity Fund
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Union Equity Savings Fund
Union Equity Savings Fund is an
Hybridoriented mutual fund in the
Equity Savings Fundscategory.
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As of 31 Jul 2025, fund size of Union Equity Savings Fund is
115.17 Cr. -
The average category Returns for Equity Savings funds under Hybrid class are
9.61%per annum for the last 3 years. Category returns represent the average returns of all the funds from Equity Savings fund category.
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Union Equity Savings Fund has given
8.10%annualized return for the last 3 years.
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At present Union Equity Savings Fund has not been rated by us.
- Know more about Union Equity Savings Fund
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Union Multi Cap Fund
Union Multi Cap Fund is an
Equityoriented mutual fund in the
Multi Cap Fundscategory.
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As of 31 Jul 2025, fund size of Union Multi Cap Fund is
1,561.67 Cr. -
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At present Union Multi Cap Fund has not been rated by us.
- Know more about Union Multi Cap Fund
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Union Active Momentum Fund
Union Active Momentum Fund is an
Equityoriented mutual fund in the
Sectoral Fundscategory.
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535.78 Cr.
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The average category Returns for Sectoral funds under Equity class are
15.89%per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.
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At present Union Active Momentum Fund has not been rated by us.
- Know more about Union Active Momentum Fund
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Union Multi Asset Allocation Fund
Union Multi Asset Allocation Fund is an
Hybridoriented mutual fund in the
Multi Asset Allocation Fundscategory.
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1,020.13 Cr.
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The average category Returns for Multi Asset Allocation funds under Hybrid class are
15.29%per annum for the last 3 years. Category returns represent the average returns of all the funds from Multi Asset Allocation fund category.
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At present Union Multi Asset Allocation Fund has not been rated by us.
- Know more about Union Multi Asset Allocation Fund
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Union Innovation & Opportunities Fund
Union Innovation & Opportunities Fund is an
Equityoriented mutual fund in the
Sectoral Fundscategory.
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1,344.41 Cr.
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The average category Returns for Sectoral funds under Equity class are
15.89%per annum for the last 3 years. Category returns represent the average returns of all the funds from Sectoral fund category.
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At present Union Innovation & Opportunities Fund has not been rated by us.
- Know more about Union Innovation & Opportunities Fund
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